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69
Oct 8, 2012
10/12
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i've been a superintendent for 30 some years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. >>> what is trending now. melissa, did it work for the traders on the desk? >> aig. >> traded well. >> huge. >> traded great since then. yeah. i think it still has legs. no reason to believe that aig can't push towards 40 bucks. ever since that offering a that was completely oversubscribed, aig has been fine. mike rowe here at a ford tell me fiona, who's having a big tire event? your ford dealer. who has 11 major brands to choose from? your ford dealer. who's offering a rebate? your ford dealer. who has the low price tire guarantee... affording peace of mind to anyone who might be in the market for a new set of tires? your ford dealer. i'm beginning to sense a pattern. buy four select tires, get a $60 rebate. use the ford service credit credit card, get $60 mor
i've been a superintendent for 30 some years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. >>> what is trending now. melissa, did it work for the traders on the desk? >> aig. >> traded well. >> huge. >> traded great since...
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Oct 30, 2012
10/12
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axa has significant exposure to the united states. it's about 12% of its total revenue, therefore it will be probably impacted by the cost. back in 2005, hurricane cost $1200 million mainly through its reinsurance. this time we can expect something lower than this amount according to the earlier projection that we have from analysts in that sector. keep in mind also not only axa, but another french reinsurance company which was also impacted by katrina seven years ago. apart from the insurance sector, of course we have to keep an eye on other sectors starting with air france, some flights to north america canceled, but rather limited so far. air france which is the french unit canceled only six flights day to new york, washington and boston, so of course very limited compared to the daily volume of flights at air france. so don't expect too much negative impact here. also of course nyse as the new york stock exchange will remain closed today. this is going to have an impact also on the nyse share price could suffer, although once agai
axa has significant exposure to the united states. it's about 12% of its total revenue, therefore it will be probably impacted by the cost. back in 2005, hurricane cost $1200 million mainly through its reinsurance. this time we can expect something lower than this amount according to the earlier projection that we have from analysts in that sector. keep in mind also not only axa, but another french reinsurance company which was also impacted by katrina seven years ago. apart from the insurance...
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Oct 24, 2012
10/12
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here's the reality of it, they built 10 million units already sold them. go on the website, you can't even buy one right now. i think it's very insulated in terms of a trade, 35 on the upside, and if we don't get it by christmas, sell it. >> all business. >> time for pops and drops. does everybody know their assignments? >> go. >> these are the trades you might have missed. a pop for china mobile. >> this is a stock that announced earnings and their move to data in china is increasing as subsidizing hand sets. i think this is a stock breaking out. >> big drop for netflix today, guy. >> grim death. we said shorten at 75, today, big volume day, a lot of the shorts covered. i think you can actually get long this stock tomorrow, stop out below 55. >> and a follow through for whirlpool, still a pop. >> second day in a row, big pop here on earnings, also a couple upgrades. i'll tell you, looks like a blow-off top to me. you can short this one and use $100 as the stock. >> and the pop for rf micro. >> $209 million, this is $119 million, low expectations on this,
here's the reality of it, they built 10 million units already sold them. go on the website, you can't even buy one right now. i think it's very insulated in terms of a trade, 35 on the upside, and if we don't get it by christmas, sell it. >> all business. >> time for pops and drops. does everybody know their assignments? >> go. >> these are the trades you might have missed. a pop for china mobile. >> this is a stock that announced earnings and their move to data in...
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66
Oct 9, 2012
10/12
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this investigation predates the mortgage fraud unit. this case comes from manhattan u.s. attorney's office. a lot of what is going on we are told is the typical rhythm of thing. cases tend to get wrapped up and charges are brought. while you can't look at this as a coordinated full frontal assault on the banks one source is telling me to expect a busy season for this type of thing. >> scott cohn thanks for that. it is funny because a lot of analysted are getting so bullish on the banks specifically that lend and issue mortgages. this would seem to put them in the target. >> it knocks the stuffing out of them. the financials have been the leader of this rally. you have headline risk in this sector. it will be tougher for these things to make new highs. >> how much is the politics and how much will be settles as across the board a dollar amount. going to election year you will see that number, it could be a crazy large number and then cut in half and cut in half again. it will be settled and we'll go on about business as usual. >> this is why the stocks traded. regulatory i
this investigation predates the mortgage fraud unit. this case comes from manhattan u.s. attorney's office. a lot of what is going on we are told is the typical rhythm of thing. cases tend to get wrapped up and charges are brought. while you can't look at this as a coordinated full frontal assault on the banks one source is telling me to expect a busy season for this type of thing. >> scott cohn thanks for that. it is funny because a lot of analysted are getting so bullish on the banks...
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Oct 15, 2012
10/12
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the cyber security bill here in the united states failed. in terms of governments willing to suspend i'm wondering what you are seeing especially in a time with austerity measures around the world including particularly here in the united states. >> government has to get involved and help. we have people looking for spiers. we need to help the private sector the same way. legislation can help here although i do not believe in the effectiveness of rigid legislation in such a dynamic space. definitely better collaboration and data between government agencies and the private sectorer can help a lot. >> we really appreciate it joining us from this evening. it lives within a division in a company. there are the obvious ones like semantics. >> the mcafee deal i think stands out. ibm has done a great job of finding their way into the security area. q 1 was a big buy for them. they continue to find ways into the various areas. it is difficult to find a pure play. >> if you don't want a pure play you go to general dynamics. that is a way to round out
the cyber security bill here in the united states failed. in terms of governments willing to suspend i'm wondering what you are seeing especially in a time with austerity measures around the world including particularly here in the united states. >> government has to get involved and help. we have people looking for spiers. we need to help the private sector the same way. legislation can help here although i do not believe in the effectiveness of rigid legislation in such a dynamic space....
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Oct 2, 2012
10/12
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we know the units will be soft. i think you see a new high on the stock at some point in the balance of the year but i think it could come in more. >> so the question right now, is apple reaching a point of slowing growth like microsoft and cisco and is map gate indicative of a larger fundamental issue in the company. it was a very popular piece. he joins us here at the nasdaq. good to see you in person. >> this is what every investor has to know. >> it is a turn around from where you stood before. before you thought it wasn't such a big deal. i think that is where most people had -- >> i made that mistake thinking it was just a blip and nobody would care. and then i look like a fool. it made me think and i started talking to a broader group of people who know this company and know the stock. what i found fascinating is where the story is going now. apple is a phone company. over 50% of the sales come from the phone. two-thirds of the profits come from the phone. what happens and this is what the smart people are as
we know the units will be soft. i think you see a new high on the stock at some point in the balance of the year but i think it could come in more. >> so the question right now, is apple reaching a point of slowing growth like microsoft and cisco and is map gate indicative of a larger fundamental issue in the company. it was a very popular piece. he joins us here at the nasdaq. good to see you in person. >> this is what every investor has to know. >> it is a turn around from...
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77
Oct 31, 2012
10/12
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most of its units very cyclical, depend on what overall the economy is doing. the auto sector, for example. and that pain was very much visible in the third quarter. in connection with that, we've got some of the commentary which really highlights some of the weaknesses. it saw further deterioration of the global economy and the slower than expected emerging market performance couldn't offset the weak picture that we saw in europe. but the bigger takeaway from the numbers today is the fact that the company actually lowered its full-year guidance. it now sees flat sales growth. this is really what's putting a lot of pressure on the stock. karen, back over to you. >> thank you very much. as we focus on earnings, the big news for the u.s. later today when they open up is a reaction to super storm sandy. new york being fairly hard hit with a lot of water flooding to the subways and also power outages, particularly the lower part of manhattan. we're looking for a slight increase for futures now. you can see a bit of green. we're going to leave you with a look at som
most of its units very cyclical, depend on what overall the economy is doing. the auto sector, for example. and that pain was very much visible in the third quarter. in connection with that, we've got some of the commentary which really highlights some of the weaknesses. it saw further deterioration of the global economy and the slower than expected emerging market performance couldn't offset the weak picture that we saw in europe. but the bigger takeaway from the numbers today is the fact that...
78
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Oct 16, 2012
10/12
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eye 78
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tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-877-561-5445 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> shares of ibm sharply lower in the afternoon hours. >>> hi there, let's take a look at ibm, it's beating the street by a penny, but it's revenue of $25.6 billion. michelle, it's hardware division has been a source of weakness for the company, as you know, posting a year over year revenue decline for four straight quarters. >> one of the things that cfo is pinting to is a couple of big deals that fell off at the end of the quarter. he's saying if those had come through, overall the revenue number would have been better and the software number would have been better too. so overall, the tone is a little bit more positive
tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-877-561-5445 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> shares of ibm...
68
68
Oct 23, 2012
10/12
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. >> it is ups and united tech and 3m. all talking about growth and that is just the american companies that reported today. >> i think what everybody is saying here is what is different about all of this and why it feels more like people are taking profits on bad earnings is the breadth. >> do you think we go from here? >> i think there are sectors that people had no convictions on and there is more to come off of the places. >> you don't think it is going lower. >> they are never going to be able to pick the bottom. if you look since the peak in mid september the market was off. something like a macy's we buy that today. >> you notice that karen and pete are dressed identically today? >> i think today gave us a lot of great opportunities. you are looking for certain names and we see a break down in the s&p. we have been trading in that range. 1430, 1460 back and forth today. we open below there. we push below there and push all the way down. you talk about resource names right in your backyard. today as it is on near its
. >> it is ups and united tech and 3m. all talking about growth and that is just the american companies that reported today. >> i think what everybody is saying here is what is different about all of this and why it feels more like people are taking profits on bad earnings is the breadth. >> do you think we go from here? >> i think there are sectors that people had no convictions on and there is more to come off of the places. >> you don't think it is going lower....
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58
Oct 3, 2012
10/12
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it goes the opposite way, the potential that we have some sort of nuclear issue or israel drags the united states -- >> this is not a regime that walks away easily. this is not like flipping the keys to an apartment that you are done renting. these businesses in power. ahmadinejad is a puppet for much bigger powers behind the scene. my concern would be this is not going to be an orderly transition because land and rice prices are higher. i take the other side of that. my go-to trade would be like a conoco phillips. here is an oil producer that has more than 70% of its assets in the north america region. if there is a gas spice this is not a company that is reliant on the strait and they have their assets in a much safer place and i think they get a premium as a result of that. >> i don't think there is a regem that goes away easily. you have to expect that. i would stay away from the oil names at this point in time. i think oil could go much lower. you follow this through to the logical conclusion you could see opec start to fracture. if everybody is pumping a much oil as they can because
it goes the opposite way, the potential that we have some sort of nuclear issue or israel drags the united states -- >> this is not a regime that walks away easily. this is not like flipping the keys to an apartment that you are done renting. these businesses in power. ahmadinejad is a puppet for much bigger powers behind the scene. my concern would be this is not going to be an orderly transition because land and rice prices are higher. i take the other side of that. my go-to trade would...
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81
Oct 31, 2012
10/12
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eye 81
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there's another stream of ref knew which you get from servicing the units. >> the portables are sold through big box retailers. the margins on those products not kwied as good as on the installed products. installed product, because of the nature, in terms of more of a complexity of product, the margins are better there. the service revenue actually goes through our distribution partners. that's what's in it for them taking care of the product. out in the field, we do a fantastic job. we have 4500 dealers that are servicing and supporting our products right now in a time of heavy immediate by those that are in the marketplace. >> and in terms of the -- what you see because of sandy, how much was driven by businesses versus consumers. your average everyday person who has a house. what would you like it to be in terms of the mix. would you like it to be much more business oriened versus consumers? >> about 60% of our revenues come from the residential market which includes the portable generators and the homestand byes mainly for residential. a percentage of our businesses is serving c
there's another stream of ref knew which you get from servicing the units. >> the portables are sold through big box retailers. the margins on those products not kwied as good as on the installed products. installed product, because of the nature, in terms of more of a complexity of product, the margins are better there. the service revenue actually goes through our distribution partners. that's what's in it for them taking care of the product. out in the field, we do a fantastic job. we...
40
40
Oct 25, 2012
10/12
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eye 40
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and he said he didn't see costs accelerating on a per-unit basis during the quarter. so it doesn't look like this margin issue necessarily going to get worse during the quarter. back to you. >> all right, jon, thanks for that. you were saying, grasso? >> i'm not -- first of all, just go back to one thing. i'm not impressed. people that have the iphone 5 -- you don't have it yet, right? >> no. >> i could have waited. i have the 4. i skipped the 4s. everyone that i spoke with said they would have passed the phone up. they said it's just not worth the upgrade to the phone. right now i'm also getting the samsung galaxy note. i'm more excited about that product right now than i am about the apple for the first time. >> i think the probably you have with apple here is that the product cycle that apple has had, they just came out with a ton of new products. so what's left for people to get excited about? we may get a pop in the stock as people hope for christmas sales and the ramping of these new products. but then after that i'm not sure there's much left. so if we do get a
and he said he didn't see costs accelerating on a per-unit basis during the quarter. so it doesn't look like this margin issue necessarily going to get worse during the quarter. back to you. >> all right, jon, thanks for that. you were saying, grasso? >> i'm not -- first of all, just go back to one thing. i'm not impressed. people that have the iphone 5 -- you don't have it yet, right? >> no. >> i could have waited. i have the 4. i skipped the 4s. everyone that i spoke...
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85
Oct 18, 2012
10/12
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eye 85
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you take on income reported a couple weeks ago, they're unit growth was 4%. here's a company that eats by collecting ad dollars and was growing 23%. and roughly five times the growth of the market. if you look at what the ad market's going to grow over the next five years and you take the projections of google and facebook, they take all of the growth. you take that growth 37% even margin, and i can buy it at a 10% multiple premium to disney. maybe a 15% multiple premium to time warner. i think it's a no-brainer. you have all this tech discussion. and the tech discussion is missing the way the company eats. and if that's not good enough, you have an 80% conversion of ebitda to cashflow. >> i'm glad you went there. yes, that's the way the company eats, but they've taken it on themselves to branch out in other areas that are clouding the overall perspective of the business. the motorola side of it, which you just mentioned, that remains a problem, and they can't figure it out, right? >> well, you know, i think -- and i don't know, i'm not really at my circle of
you take on income reported a couple weeks ago, they're unit growth was 4%. here's a company that eats by collecting ad dollars and was growing 23%. and roughly five times the growth of the market. if you look at what the ad market's going to grow over the next five years and you take the projections of google and facebook, they take all of the growth. you take that growth 37% even margin, and i can buy it at a 10% multiple premium to disney. maybe a 15% multiple premium to time warner. i think...
129
129
Oct 30, 2012
10/12
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eye 129
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tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-877-561-5445 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> hurricane sandy leaving 8.5 million people without power on the east coast. let's get an update on one company's restoration efforts. joining us on the fast line, chris crane, ceo of exelon, the parent company of pico, servicing pennsylvania and bge servicing central maryland. great to have you with us. >> thanks for having me. >> give us a status report as to how many people are still without power right now. >> in our two business -- our two service areas, pico and com ed we had at the peak -- pico and bge, we had 1.1 million customers off. we have restored power to more than 360,000 of those and will continue to work
tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-877-561-5445 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> hurricane...
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118
Oct 22, 2012
10/12
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eye 118
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what i think is interesting is that here in the united states, the age of our automobile fleet is, what, 10.75 years old. we are driving less but every time we get rid of an old automobile that might have gotten 12, 13, 14, 15 miles to the gallon, we're replacing it with automobiles that are going to get 25, 28, 30 miles to the gallon. we're driving less and we're driving more efficiently. that's not something that's going to put an upward bid on crude oil prices, on gasoline prices. i think the trend is downward. i think rallies are going to be sold into. i've been selling it for the last week and a half. if we get another rally tomorrow, i'll probably in my newsletter tell people if you didn't sale ell it today, sell tomorrow. >> thank you for your patience as we go through the yahoo! conference call at the same time. joe, how are you trading this? >> i remain consistent. i think oil is in a range, tilts to the downside. natural gas is surprising today. i think you play oil defensively, you own an exxonmobil which i do. i think that's the right strategy. >> all right. we heard marissa
what i think is interesting is that here in the united states, the age of our automobile fleet is, what, 10.75 years old. we are driving less but every time we get rid of an old automobile that might have gotten 12, 13, 14, 15 miles to the gallon, we're replacing it with automobiles that are going to get 25, 28, 30 miles to the gallon. we're driving less and we're driving more efficiently. that's not something that's going to put an upward bid on crude oil prices, on gasoline prices. i think...
57
57
Oct 1, 2012
10/12
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CNBC
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eye 57
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tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-877-561-5445 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. mike rowe here at a ford tell me fiona, who's having a big tire event? your ford dealer. who has 11 major brands to choose from? your ford dealer. who's offering a rebate? your ford dealer. who has the low price tire guarantee... affording peace of mind to anyone who might be in
tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-877-561-5445 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. if we want to improve our...
155
155
Oct 17, 2012
10/12
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eye 155
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you want to be centered on the united states. starbucks and estee lauder. >> i'm on the boards. >> and you like the companies. >> i like them a lot. they have been winners. >> estee lauder is killing it. >> because you're on the board? >> take the credit. because of your great advice. >> because of great leaders and board members and great products. >> how afraid of you are companies with large international exposure given europe, given the china slow down and things going on in india? >> remember, i'm a value investor. i see these hiccups as opportunities. there is no question when you look at europe now there is a slowdown but it's priced in. no question. no one expects huge growth out of europe. if you look at china as it is slowing it's growing fast. so, you know, 7% is not 10. but 7% is a good number. again, as i look long term from today for a business like estee lauder or starbucks, ten years from now will they have a bigger presence in the markets in asia? yes. i say again thinking long term, not next quarter, next year b
you want to be centered on the united states. starbucks and estee lauder. >> i'm on the boards. >> and you like the companies. >> i like them a lot. they have been winners. >> estee lauder is killing it. >> because you're on the board? >> take the credit. because of your great advice. >> because of great leaders and board members and great products. >> how afraid of you are companies with large international exposure given europe, given the china...
67
67
Oct 11, 2012
10/12
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eye 67
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across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. [ male announcer ] the exceedingly nimble, ridiculously agile, tight turning, fun to drive 2013 smart. ♪ >>> welcome back to the "halftime report." over to david faber who has more developments on that sprint story. david? >>> one of the key stories of the morning has been the reports we've been giving you that have been confirmed by sprint it's in talks with softbank of japan for softbank to acquire a control position in the company. sources close to the deal tell me that as a result of the leaks which first took place in the japanese media, the chances of the deal itself have been somewhat reduced. now it depends on who you talk to. those chances still seen as a bit better, i would say, consensuswise than 50/50. nonetheless, again, those chances they say hav
across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. [ male announcer ] the exceedingly nimble, ridiculously agile, tight turning, fun to drive 2013 smart. ♪ >>> welcome back to the "halftime report." over to david faber who has more developments on that sprint story. david?...
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72
Oct 17, 2012
10/12
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eye 72
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it's going to have the first probably unit decline since 2000. having said that, the smartphone space as well as the tablet space is doing quite well. for us, one of your anchors mentioned santis is a name they like as well. they're exposed to tablets as well as smartphones. we like the players that benefit from that like an ebay which they have investment in, because you can buy things off tablets and smartphones. you don't have to wait until you get home to your pc. and the lions gate that provides content you want to watch. that's another one we have investment in. >> ebay is your top pick. the earnings are coming out. the expectations are what? >> i think the expectations, what you're going to see is the marketplace business is doing quite well. i think you're going to see the paypal business and restructuring that business. next year, if people start to use paypal in stores, which is their deal with discover you may have seen, that's a little bit of a call option on them getting even bigger in the payment space. for a company like ebay, tabl
it's going to have the first probably unit decline since 2000. having said that, the smartphone space as well as the tablet space is doing quite well. for us, one of your anchors mentioned santis is a name they like as well. they're exposed to tablets as well as smartphones. we like the players that benefit from that like an ebay which they have investment in, because you can buy things off tablets and smartphones. you don't have to wait until you get home to your pc. and the lions gate that...
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Oct 22, 2012
10/12
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now, the yellow -- the white bars are chinese investments in the united states, also rising dramatically. but the overall level is much smaller, you can expect that to be issues in the coming years as chinese -- as the chinese want to invest more and more in the united states thanks to rhodium group for putting that together for us. next topic, cyber security, an issue as we keep hearing reports about whether the chinese are hacking the systems here in the united states. and we want to point out, the chinese transition. they do this every ten years, happening on november 8th, nearly coincides with the u.s. election, that hasn't happened in many, many decades. so it's going to be a really pivotal election time or let's not call it an election in china, a change in leadership time, potentially for the united states, but for two big economies, the two biggest economies in the world. >>> all right. president obama and governor romney are hours away from their final debate before the election. we compiled obama and romney indices featuring companies that could be viewed as winners or losers d
now, the yellow -- the white bars are chinese investments in the united states, also rising dramatically. but the overall level is much smaller, you can expect that to be issues in the coming years as chinese -- as the chinese want to invest more and more in the united states thanks to rhodium group for putting that together for us. next topic, cyber security, an issue as we keep hearing reports about whether the chinese are hacking the systems here in the united states. and we want to point...
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Oct 29, 2012
10/12
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air, delta, dal, united, continental, look for all of those to take a little bit of a hit here and the longer this extends with the flight shutdown, the more hit that will be. >> doc, i wonder what the hit would be for a delta airlines. delta bought its own refinery not all that long ago. right? >> yep. but unfortunately, it's one of the refineries that's more or less in the path of the storm. it's right there in pennsylvania. it is not a coastal refinery, judge, but nonetheless this will be impacted by that. and that was more or less a hedge, of course, so that they could not be held hostage by the other jet fuel makers. that's not like they ship from that point to the rest of the airports around the country. but that's a very good point. they're the only airline with that right now. >> delta does have a considerable presence in -- at laguardia airport here as well as obviously its hub down in atlanta. j.j., there's already major questions about the nation's airlines and the business not being all that great. getting a boost from lower oil prices in the last several weeks, but this pr
air, delta, dal, united, continental, look for all of those to take a little bit of a hit here and the longer this extends with the flight shutdown, the more hit that will be. >> doc, i wonder what the hit would be for a delta airlines. delta bought its own refinery not all that long ago. right? >> yep. but unfortunately, it's one of the refineries that's more or less in the path of the storm. it's right there in pennsylvania. it is not a coastal refinery, judge, but nonetheless...
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Oct 10, 2012
10/12
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he says the united states is fundamentally stronger than people think. says china will meet its objectives of 7% to 8% growth on the fiscal cliff, mr. dimon saying the economy would have been stronger had we adopted simpson-bowles. again jamie dimon down at the council on foreign relations. much more when we come back. >>> the markets selling off today. the s&p 500 almost at session lows, down .5%. dow industrials giving back .66% as well. back on the other side of this break. >>> it is time for the biggest pops and drops in midday trading. sprint is up first. >> speculation that they may go after a pcs after all. the saga still continues. i still avoid the stock buying under $5. >> the monster of a man. >> monster beverage. when you go back you can see where it is coming from. there are some regulations about the health issues and the rest. downgrade dad but the target remains 78. i think this is an interesting name at these levels. >> true religion. >> they put themselves up for sale potentially hiring advisors. i actually like the franchise. i think t
he says the united states is fundamentally stronger than people think. says china will meet its objectives of 7% to 8% growth on the fiscal cliff, mr. dimon saying the economy would have been stronger had we adopted simpson-bowles. again jamie dimon down at the council on foreign relations. much more when we come back. >>> the markets selling off today. the s&p 500 almost at session lows, down .5%. dow industrials giving back .66% as well. back on the other side of this break....
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Oct 8, 2012
10/12
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>> well, it matters greatly to the united states of america. the issue you're saying does the election north the stock market and in my lone experience the stock market usually gets it wrong. how an election comes out is really definitive in terms of what future economic growth will be, that kind of thing. and it's very hard, particularly right now with a new administration, possibly a romney administration will do because they've gone back and forth from the far left to almost the middle in the last debate and so maybe what we expect to be an extreme republican position will be a very moderate republican position. we just don't know that yet. we don't know how much is a noise of politicians, sound bites and momentary attempts to appease the crowd on both sides. i don't think that one would make a market forecast based on one's prediction on whether romney comes into president or obama remains in. >> mr. vogel, let's go back here on the expectations of real returns for investors because i think you're talking about something that could be incre
>> well, it matters greatly to the united states of america. the issue you're saying does the election north the stock market and in my lone experience the stock market usually gets it wrong. how an election comes out is really definitive in terms of what future economic growth will be, that kind of thing. and it's very hard, particularly right now with a new administration, possibly a romney administration will do because they've gone back and forth from the far left to almost the middle...
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Oct 19, 2012
10/12
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i've been a superintendent for 30 some years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. with the spark cash card from capital one, sven's home security gets the most rewards of any small business credit card! how does this thing work? oh, i like it! [ garth ] sven's small business earns 2% cash back on every purchase, every day! woo-hoo!!! so that's ten security gators, right? put them on my spark card! why settle for less? testing hot tar... great businesses deserve the most rewards! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your wallet? here's your invoice. >> i am steve grasso. i am "fast money." >> grasso, you first. >> you know, if the market holds up, 1,425 level, these things start marching higher. call names. aci. >> how ma
i've been a superintendent for 30 some years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. with the spark cash card from capital one, sven's home security gets the most rewards of any small business credit card! how does this thing work? oh, i like it! [...
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Oct 12, 2012
10/12
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>> rich the catalyst is a comeback in housing in the united states regardless of what happens in china. >> sell it! >> at this point, right? >> if we're talking copper for the last couple of years we've been following this, the nail, the catalyst was china. it wasn't the housing here in the states. >> because we hadn't had a recovery yet. >> we saw the u.s. housing pick up -- >> i don't think we have the recovery yet. i think this is a small blip and there's probably a little bit more downside after the first of the year. that's how i'm playing the market. >> we'll be watching anthony's trade and watching china. now you know how our guys are making money in the commodity pits. how are you playing the housing recovery, banks, homebuilders or copper? log on could futuresnow.cnbc.com and logon tuesday where we have our live streaming show 1:00 p.m. eastern live on futuresnow.cnbc.com. >> thank you so much, jackie, thank you to jackie and the "futures now" crew. >>> the biggest ipo to hit the market since facebook rockets out of the the go but is workday a buy or buyer beware? lots more "h
>> rich the catalyst is a comeback in housing in the united states regardless of what happens in china. >> sell it! >> at this point, right? >> if we're talking copper for the last couple of years we've been following this, the nail, the catalyst was china. it wasn't the housing here in the states. >> because we hadn't had a recovery yet. >> we saw the u.s. housing pick up -- >> i don't think we have the recovery yet. i think this is a small blip and...
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Oct 2, 2012
10/12
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se years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. [ male announcer ] for the dreamers... and those well grounded. for what's around this corner... and the next. there's cash flow options from pnc. solutions to help businesses like yours accelerate receivables, manage payments, and help ensure access to credit. because we know how important cash flow is to reaching your goals. pnc bank. for the achiever in you. pnc bank. when you take a closer look... ...at the best schools in the world... ...you see they all have something very interesting in common. they have teachers... ...with a deeper knowledge of their subjects. as a result, their students achieve at a higher level. let's develop more stars in education. let's invest in our teachers... ...so they can inspire our students. let's solve this. [ male announcer
se years at many different park service units across the united states. the only time i've ever had a break is when i was on maternity leave. i have retired from doing this one thing that i loved. now, i'm going to be able to have the time to explore something different. it's like another chapter. [ male announcer ] for the dreamers... and those well grounded. for what's around this corner... and the next. there's cash flow options from pnc. solutions to help businesses like yours accelerate...
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Oct 4, 2012
10/12
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you know, the ad units on mobile for facebook are much better than the competition. they're right in stream. they're not small and tiny. they are something you can see. i think facebook's well positioneded. they didn't have an advertising business, only a few months ago, and now they're number two. >> so how fast can they get the traction they need to gain some growth in that area? >> well, you know, very fast it see seems like. again, they went from zero to number two. they turned it on and all of a sudden they had $500,000 in revenue every day, but it's growing very quickly. i think mobile is a positive story for facebook. the fact they went out and for just 1% of their market cap took out what was the only, you know, mobile social network that was killing which is instagram is a very positive sign for the company. it looks very similar. it's a vertical stream. you can just put an ad right in there and people, you know, people are showing that they're not going to -- they're not going to hate it. in fact, they say that the ads that are inscream have recalls for it
you know, the ad units on mobile for facebook are much better than the competition. they're right in stream. they're not small and tiny. they are something you can see. i think facebook's well positioneded. they didn't have an advertising business, only a few months ago, and now they're number two. >> so how fast can they get the traction they need to gain some growth in that area? >> well, you know, very fast it see seems like. again, they went from zero to number two. they turned...
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Oct 31, 2012
10/12
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the only unit that did well was the electronic unit. a lot of other paper -- >>> simon, a stock that's been mentioned already in the context of hurricane sandy, masco. a pop of 3%. >> yeah, it continues in the whole ideauo÷ of recoveries in housing space. we'll see what kind of interest there is in the top lying growth. >>> doc, give me the is it scoop. >> you bet, john, last week they were buying upside calls on tuesday last week, that paid off big for them. power generations and emergency restoration service which are the core of what this company does. >> >>> and valero is dropping, looks lake 1% or so? >> it's recovered quite a bit. these guys announced earnings yesterday. so now it's rallying back. i think our good friend dr. j was saying you should look at this thing. i agree completely. i think h blero is a buy. >> and spread wti remains fairly wide? >> yes. >>> still to come, hurricane sandy sparking fuel shortages up and down the east coast, including long island. when fresh supplies may be able to get in and how this could af
the only unit that did well was the electronic unit. a lot of other paper -- >>> simon, a stock that's been mentioned already in the context of hurricane sandy, masco. a pop of 3%. >> yeah, it continues in the whole ideauo÷ of recoveries in housing space. we'll see what kind of interest there is in the top lying growth. >>> doc, give me the is it scoop. >> you bet, john, last week they were buying upside calls on tuesday last week, that paid off big for them....
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Oct 9, 2012
10/12
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in the december quarter we're conservatively talking about a 32 to $40 million or million unit number. there is still some people out there that think 50 million. >> it is josh brown. i am curious. do you see any parallels to i forget if it is iphone 2 or 3 with an issue with the antenna based on where people were holding it and the stock was punished for 50 or 100 points and people realized, oh, wait a minute, this is not actually a legitimate reason to whack 10% off apple's market cap and it came right back. do you see this purple haze issue that's hitting the blog owe sphere as a parallel? >> i see a lot of these issues as a parallel. remember, steve jobs came back from a vacation for the iphone 4 antenna gate issue. >> 4, right. >> the 4. they went through other issues that smartphones had, wasn't really a problem. some people had problems. it went away very quickly. this is the most valuable company on the face of the planet. there is a lot of media coverage around it, and there is a lot of good press that goes out there when things go negative or positive on apple. it is very bi
in the december quarter we're conservatively talking about a 32 to $40 million or million unit number. there is still some people out there that think 50 million. >> it is josh brown. i am curious. do you see any parallels to i forget if it is iphone 2 or 3 with an issue with the antenna based on where people were holding it and the stock was punished for 50 or 100 points and people realized, oh, wait a minute, this is not actually a legitimate reason to whack 10% off apple's market cap...
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Oct 18, 2012
10/12
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not just in europe but in the united states and across the world. so growth has slowed. it slowed even in the brics and next 11 and that's taking its toll on company earnings. looking to 2013 and the survey that again the business council did, it doesn't say that things will improve in 2013 either. and many companies are saying that for the next three years in the united states, growth will be under pressure and they really want the government to deal with the fiscal cliff issues and the deficit issues. not dissimilar to some of the things we saw in the uk a year or two years ago. >> sir martin sorrell, it is great to have you on the show. apologize for cutting you a little bit short. but again with the breaking news of google's quite early earnings release, we've been tied up with that obviously. we'll welcome you back soon though, sir. thanks so much. >> thanks very much, indeed. bye. >> again, google shares halted right now. the stock did take a big slide down on that early earnings release and this on the top and bottom lines. we'll have much more with our final trad
not just in europe but in the united states and across the world. so growth has slowed. it slowed even in the brics and next 11 and that's taking its toll on company earnings. looking to 2013 and the survey that again the business council did, it doesn't say that things will improve in 2013 either. and many companies are saying that for the next three years in the united states, growth will be under pressure and they really want the government to deal with the fiscal cliff issues and the...
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Oct 3, 2012
10/12
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that's really the corporate mission of united healthcare and i don't see how they aren't a player at the table with that being the backdrop over the next many years. >> chris jenner, thanks as always. appreciate it very much. >> thank you. >>> brian kelly, what's your health care trade today? >> i think in this area, you want to look at some of the new technologies out there and that means biotech. i would even go to some of the biotech etfs. if you're looking at pcrx, unless you're a doctor or you play one on tv, it's hard to kind of analyze these. so just go with the xbi or ibb are the two biotech etfs. >>> coming up, we're following today's slick move in the oil market and your best trades. plus is one of wall street's biggest bears going rogue? we'll find out when top strategist david rosenberg joins us. and later, we're live at the economic summit with alan fournier. [ male announcer ] the 2013 smart comes with 8 airbags, a crash management system and the world's only tridion safety cell which can withstand over three and a half tons. small in size. big on safety. tdd#: 1-800-34
that's really the corporate mission of united healthcare and i don't see how they aren't a player at the table with that being the backdrop over the next many years. >> chris jenner, thanks as always. appreciate it very much. >> thank you. >>> brian kelly, what's your health care trade today? >> i think in this area, you want to look at some of the new technologies out there and that means biotech. i would even go to some of the biotech etfs. if you're looking at...
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Oct 25, 2012
10/12
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he's leading the lonely fight to try to get hedge funds here in the united states to be able to buy cuban debt, currently prohibited. there are london hedge funds that have been amassing it. for the last two weeks there have been heavy rumors fidel castro might be on life support, brain dead. we've got these photos. very quickly make the case about why you should be able to not be participating in the embargo on this case. >> well, we think we've submitted a very strong application for a license that would enable us to buy the defaulted debt of cuba. there's about a stock of $8.2 billion of debt. the staff was basically loans that were made by international banks, predominantly european banks to the cuban government. series sort of 83, 84, 85. they've been in default for 30 years. the case for our application, and this falls squarely under the embargo as it's currently constituted, but ofac has full right to grant any license, including this one. and our case to ofac was not the obvious one. we don't think this is a contra vengs of the embargo at all. in fact, we think our application ver
he's leading the lonely fight to try to get hedge funds here in the united states to be able to buy cuban debt, currently prohibited. there are london hedge funds that have been amassing it. for the last two weeks there have been heavy rumors fidel castro might be on life support, brain dead. we've got these photos. very quickly make the case about why you should be able to not be participating in the embargo on this case. >> well, we think we've submitted a very strong application for a...
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Oct 16, 2012
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what happened when they announced their quarter, they took a $4.7 billion write-down on the brokerage unit they sold to morgan stanely putting in perspective -- >> i know citi is a big story but i want you to look at the bottom of your screen and point out we finally got confirmation, you didn't see those that apple is going to hold a media event on october 23rd. we assume it's about the ipad mini. here's the ink tra day of apple. if you didn't have enough news already, finish your thought. >> put it in perspective, the value of the business they sold to morgan stanely was 13.5 billion. vikram told the board it was worth 18.2 billion. that alone, the fact that it's underperformed, all the other big stocks, big bank stocks and still below where it was in '09, he should have gone a long time ago. probably a nice guy. i don't know but i'm glad he's out. >> anybody else want to pile on. >> i will. news came out five minutes ago that the board made this decision after the regular meeting yesterday. i think that was the key question investors had this morning, so no one can argue with the perfor
what happened when they announced their quarter, they took a $4.7 billion write-down on the brokerage unit they sold to morgan stanely putting in perspective -- >> i know citi is a big story but i want you to look at the bottom of your screen and point out we finally got confirmation, you didn't see those that apple is going to hold a media event on october 23rd. we assume it's about the ipad mini. here's the ink tra day of apple. if you didn't have enough news already, finish your...
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Oct 5, 2012
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. >> in california mostly but throughout the united states if >> it is. four year low across the board but california is the most vulnerable. >> you had say you don't think it will last long how long >> two to four weeks. >> what do you make of the selloff in crude. i think of romney doing well in debate. right. talk about regime change in iran potentially because of the protests. >> that's the big one. >> that's the big one. elections in venezuela this weekend which may be -- >> that could be next week's -- >> next week's big one. three situation wrgs you could see a lot more supply coming on the market no, >> on the crude side we're amply supplied and we're there right now and probably gets bigger next year. there's a lot more coming out of iraq. so, we've had a big insecurity premium in the price of oil for most of this contemporary. $15 to $20. that gets eroded over the next three to four months. >> crude at 89 bucks in november. >> we test into the 80s, low 80s and 70s before it's over. >> how long will that take? >> within the next three to six mont
. >> in california mostly but throughout the united states if >> it is. four year low across the board but california is the most vulnerable. >> you had say you don't think it will last long how long >> two to four weeks. >> what do you make of the selloff in crude. i think of romney doing well in debate. right. talk about regime change in iran potentially because of the protests. >> that's the big one. >> that's the big one. elections in venezuela this...
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Oct 15, 2012
10/12
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eye 40
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citi has itself righted in that unit, so i think, you know, the defections that you've seen have slowed, and i think there's been a lot of activity. i think jpmorgan actually was distracted last quarter still dealing with the whale issues and head count issues. i think you will see good numbers in goldman and good numbers in morgan stanley and hopefully bank of america. i think jpmorgan may not be the best in fic. >> thanks so much. >> always a plesh pleasure. >> goldman has surprised big time three quarters in a row. i think you want to be in it. >> in it ahead of the numbers rather than after. >> if you like the group, this is the one. >> absolutely. goldman is recovering from the 2011 sell-off. i think it's reclaiming best in breed status. if it gets technically above 128, 130, i think you're going to see a lot of follow through buying. >> still to come, the odds of resolving the fiscal cliff. speaking of goldman, it's taking a position not shared by the majority of investors. >>> first, what's on the line for the major cell phone carriers after a japanese company agrees to take a ma
citi has itself righted in that unit, so i think, you know, the defections that you've seen have slowed, and i think there's been a lot of activity. i think jpmorgan actually was distracted last quarter still dealing with the whale issues and head count issues. i think you will see good numbers in goldman and good numbers in morgan stanley and hopefully bank of america. i think jpmorgan may not be the best in fic. >> thanks so much. >> always a plesh pleasure. >> goldman has...
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Oct 1, 2012
10/12
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it is just as true in the united states when the fed acts forcefully to prevent further down tourn in aggregate demand. in china you had an interest rate cut in both june and july earlier this year and even in china where you have a command economy it takes a bit longer for monetary accommodation to show up in the real sector data, so we think that by the october numbers you will start to see a real pickup based on that stimulus both monetary and conviction that were announced over the summer. that being the case, to get to your question, i would say there are direct plays in the investment part of china's gdp, whether that is the rail way construction names, for example, or the cement players like cnbm and looking at the third tactical fix in china, we would focus outside of the investment part of the economy for example in consumption names like buy do or bell which is a retailer and then of course you can't ignore the financials. the major warrant on the chinese growth outlook itself. we continue to highlight icbc, the mega capped chinese state-owned bank. >> great to have your ins
it is just as true in the united states when the fed acts forcefully to prevent further down tourn in aggregate demand. in china you had an interest rate cut in both june and july earlier this year and even in china where you have a command economy it takes a bit longer for monetary accommodation to show up in the real sector data, so we think that by the october numbers you will start to see a real pickup based on that stimulus both monetary and conviction that were announced over the summer....
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Oct 26, 2012
10/12
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tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-800-790-3801 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> coming up on "power lunch," the fiscal cliff refrain -- fix it or else. with all this talk is there a bigger threat to the recovery that is being ignored? >>> apple trading lower on yesterday's earnings mess. there may be a story behind the headline to focus on. >>> we're bracing for sandy here at cnn and elsewhere. what businesses are doing in advance of the monster storm headed for the coast. >>> the story on power. now back it brian and more on the fast half. >> thank you very much. >>> guys, i got to call a quick audible. breaking news. the sec charging a silicon valley second fifth for an alleged role in the raj ra
tdd#: 1-800-345-2550 firms like ned davis research tdd#: 1-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-800-790-3801 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> coming up on...
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Oct 23, 2012
10/12
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this reminds me what we saw with united rentals. i like this name. i don't want to chase it on a day like today, but i wish there were more companies like ryder that seem to be getting everything right. >> thank you, guys. coming up next on cnbc, our own brian sullivan is at the apple event in san jose. brian? >> simon, thank you very much. all right. we are minutes away from the big apple event starting. everybody is inside at the california theater behind me, and we have got tv inflation because we've got john forte inside, i'm outside, we're going to bring you all the headlines as they cross. apple nearly 5% of the s&p 500, even more of the of the s & p 500, more than the nasdaq 100, it is an important company, an important event. that's why i walked to california last night. just for cnbc and you. a lot more over the next couple of hours. don't you go anywhere. we are back after this. [ male announcer ] the markets keep moving. make sure the news keeps coming with thinkorswim by td ameritrade. use the news links breaking stories with possible bre
this reminds me what we saw with united rentals. i like this name. i don't want to chase it on a day like today, but i wish there were more companies like ryder that seem to be getting everything right. >> thank you, guys. coming up next on cnbc, our own brian sullivan is at the apple event in san jose. brian? >> simon, thank you very much. all right. we are minutes away from the big apple event starting. everybody is inside at the california theater behind me, and we have got tv...